The numbers: Second-quarter net income fell 20% to $20 million and earnings per share dropped 16% to 38 cents, cushioned by a lower share count. Revenue grew marginally to $121 million. The company's gross margin declined from 80% to 76% and its operating margin fell from 30% to 22%. The company has an admirable financial position, with $464 million of cash, compared to $241 million of debt. The stock: Gen-Probe is up 3% this year, lagging behind major U.S. indices. The stock trades at a price-to-earnings ratio of 25, a premium to the market, but a discount to health care equipment peers. The company doesn't pay dividends. The model upgraded oil and gas driller Helmerich & Payne ( HP) to "buy." The numbers: Fiscal third-quarter profit dropped 58% to $53 million, or 50 cents a share, as revenue decreased 26% to $388 million. The company's gross margin declined from 48% to 43% and its operating margin fell from 35% to 23%. The company has adequate liquidity, evident in its quick ratio of 1.3. Its debt-to-equity ratio of 0.2 is below the industry average, demonstrating restrained leverage. The stock: Helmerich & Payne has surged 94% this year, beating major U.S. indices. The stock trades at a price-to-earnings ratio of 11, a discount to the market and oil and gas peers. Shares pay a 0.5% dividend yield. The model downgraded natural gas and electric utility Vectren ( VVC) to "hold." The numbers: The company swung to a second-quarter loss of $6.7 million, or 8 cents a share, from a profit of $4.7 million, or 6 cents a share, in the year-earlier period. Revenue dropped 19% to $376 million. Vectren's gross margin increased from 17% to 23% and its operating margin rose from 7% to 9%. A quick ratio of 0.4 indicates weak liquidity. A debt-to-equity ratio of 1.2 reflects higher-than-ideal leverage.